|
1
|
|
$19.4M
|
+$225K
|
+9,823
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
-$3.56M
|
-155,044
|
-15%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$15.5M
|
+$13M
|
+565,625
|
+397%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
+$7.77M
|
+338,561
|
+107%
|
|
|
5
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$10.8M
|
+$1.14M
|
+49,698
|
+11%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.1M
|
-$148K
|
-6,449
|
-2%
|
|
|
7
|
Ironwood Financial
Tucson,
Arizona
|
$8.82M
|
+$361K
|
+15,726
|
+4%
|
|
|
8
|
SFE Investment Counsel
Los Angeles,
California
|
$7.11M
|
+$476K
|
+20,750
|
+7%
|
|
|
9
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.34M
|
-$41.5K
|
-1,808
|
-0.6%
|
|
|
10
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$6.19M
|
-$634K
|
-27,636
|
-9%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$5.86M
|
+$510K
|
+22,235
|
+9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.75M
|
-$4.15M
|
-180,603
|
-41%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.04M
|
-$9.53K
|
-415
|
-0.2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$4.25M
|
-$125K
|
-5,427
|
-3%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$3.31M
|
-$656K
|
-28,560
|
-16%
|
|
|
16
|
Straight Path Wealth Management
Jenison,
Michigan
|
$3.28M
|
+$312K
|
+13,611
|
+10%
|
|
|
17
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$3.23M
|
-$429K
|
-18,681
|
-11%
|
|
|
18
|
Northwest Bancshares
Warren,
Pennsylvania
|
$3.05M
|
-$98.6K
|
-4,296
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.03M
|
+$892K
|
+38,858
|
+39%
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$2.96M
|
+$147K
|
+6,411
|
+5%
|
|
|
21
|
WFA of San Diego
San Diego,
California
|
$2.63M
|
+$2.75M
|
+120,004
|
New
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.47M
|
+$37.7K
|
+1,641
|
+1%
|
|
|
23
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$2.41M
|
+$117K
|
+5,087
|
+5%
|
|
|
24
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$2.11M
|
+$2.2M
|
+96,015
|
New
|
|
|
25
|
Banta Asset Management
Newport Beach,
California
|
$2.02M
|
+$81.5K
|
+3,550
|
+4%
|
|
